Macro

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• 1035 Capital Management - US market commentary

• Asia Decoded - longer-form Asia macro

• Asian Market Sense - daily Asia market commentary

• Capital Flows and Asset Markets - Russel Clark’s blog

• Capital Wars - liquidity analysis

• Claus Wistesen - the Pantheon macroeconomist

• Citrini - thematic investing

• East Asia Econ - macro commentary on China/Taiwan/Korea/Japan

• Haymaker - David Hay’s blog

• Intelligent Speculations - macro with a tilt toward Asia

• Lighthouse Macro - cross-asset insights

• Macro Musings - David Beckworth on monetary policy

• Nonconsensus - Bob Elliott’s blog

• Off the Charts - US & Canada macro

• Philoinvestor - Market musings

• Reminiscences of a Shrub Operator - macro trading

• The Alethea Narrative - experienced PM discussing market trends

• The MacroTourist - Kevin Muir’s macro-focused Substack

• The Market Cyclist - macro commentary by Rich Gluck

• The Next Economy - Florian Kronawitter’s Substack

• The Transcript - earnings call transcript analysis

• The Overshoot - Matthew Klein’s blog

• The Weekly ChartStorm - Callum Thomas’s chart compilations